Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dalzotto is a financial advisor at Cetera Investment Advisers LLC, a firm with a large network of advisors and over $100 billion in assets under management. Richard has been in the financial services industry since 1997 and has a deep understanding of investment strategies. Richard specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Richard also holds various licenses and certifications that enable him to provide comprehensive financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
11/18/2024 - Present
Cetera Investment Advisers LLC (Canonsburg PA)
PA
09/11/2002 - 09/21/2004
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
MA
03/31/1997 - 09/24/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 06/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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